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CWMAX vs VTSMX
CWMAX vs VTSMX Comparison
Open Charts CWMAX vs VTSMX
American Funds Washington Mutual 529A
Price$64.63
Change-$0.27 (-0.42%)
VolumeN/A
Net Assets199.16B
Vanguard Total Stock Mkt Idx I
Price$146.91
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets1.84T
CWMAX vs VTSMX Comparison Chart
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CWMAX vs. VTSMX commentary
Feb 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWMAX is a Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. CWMAX (199B). CWMAX pays higher dividends than VTSMX: CWMAX (1.45) vs VTSMX (1.26). CWMAX was incepted earlier than VTSMX: CWMAX (23 years) vs VTSMX (33 years). CWMAX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). CWMAX has a lower initial minimum investment than VTSMX: CWMAX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 20.97 vs. CWMAX (10.52). VTSMX return over 5 years is better than : 76.45 vs. CWMAX (42.01).
| CWMAX | VTSMX | CWMAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 5.329 | 4.184 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 199B | 1.84T | 11% |
| Annual Yield % from dividends | 1.45 | 1.26 | 115% |
| Returns for 1 year | 10.52 | 20.97 | 50% |
| Returns for 3 years | 17.78 | 33.91 | 52% |
| Returns for 5 years | 42.01 | 76.45 | 55% |
| Returns for 10 years | 85.12 | 188.08 | 45% |
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